Configuring a Custom Button on the Quote Object for Partners
- Go to Setup > Create > Objects and search for Quote/Proposal object.
- In the Custom Fields & Relationships related list, click New.
- From Step 1. Choose the field type, choose Formula as Data Type, and click Next.
-
From Step 2. Choose the output type, enter the following
details and click Next:
- In the Field Label field, enter Configure Products Partners.
- In the Field Name field, enter Configure_Products_Partners.
- Choose Text as Formula Return Type.
-
In Step 3. Enter formula, paste the following URL under
the Simple Formula tab and click
Next:
IF ( LEN( Apttus_QPConfig__PriceListId__c ) > 0 , HYPERLINK("/apex/Apttus_Config2__Cart businessObjectId="&Id&"&flow=PurchaseFlow", IMAGE("/resource/Apttus_QPConfig__Button_Configure", "Configure Products Partners"),"_self"), NULL) - In Step 4. Establish field-levelsecurity, select Field Level Security forthe required profile and click Next. For example,Partner Community User Cloned.
- In Step 5. Add to page layouts, choose the page layouts on which you want to display this field.
- Click Save.
- Provide access of this field to the required profile. For example, Partner Community User Cloned.
